NASDAQ$PFG

Principal Financial Group Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Principal Financial Group announced first quarter 2023 results, reporting a net loss attributable to PFG of $140 million and non-GAAP operating earnings of $367 million.

Principal Financial Group reported a net loss of $140 million, which includes a $487 million loss from an exited business. However, the company's non-GAAP operating earnings were $367 million. The company also generated $600 million in positive net cash flow and returned over $300 million to shareholders.

  • First quarter net loss attributable to Principal Financial Group was $140 million, or $0.58 per diluted share, including a $487 million loss from exited business.
  • First quarter non-GAAP operating earnings were $367 million, or $1.48 per diluted share.
  • The company returned $306 million of capital to shareholders in the first quarter.
  • Assets under management (AUM) reached $660 billion, included in assets under administration (AUA) of $1.5 trillion, with total company net cash flow of $600 million.

Headline financials

Total Revenue

$3.44B

Previous: $3.27B+5.1%
EPS (adj)

$1.48

Previous: $1.63-9.2%
Assets under management

$660B

No prior period
Net Income

-$140M

Previous: $376M-137.2%
Gross Profit

$2.82B

Previous: $3.11B-9.4%
Cash & Equivalents

$4.64B

Previous: $2.74B+69.3%
Total Assets

$299B

Previous: $292B+2.7%

Revenue & EPS history

Principal Financial · Revenue · Quarterly

$3.44B

Q1 2023+5.1%vs Q1 2022
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Forward guidance

The company provided forward-looking statements regarding non-GAAP operating earnings, net income attributable to PFG, net cash flow, realized and unrealized gains and losses, capital and liquidity positions, sales and earnings trends, and management’s beliefs, expectations, goals and opinions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.8%

Avg return

30 days after

48%

35 / 73 earnings

Positive

+15.3%

Q1 2020

Best reaction

-8.9%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.3%+2.7%+7.1%
Q4 2025-2.4%-5.8%-10.2%
Q3 2025+3.2%+5.6%+6.3%
Q2 2025-0.2%-6.0%-0.2%
Q1 2025-2.6%+4.0%+12.7%
Q4 2024+2.5%+5.6%+1.6%
Q3 2024-5.8%-5.8%-4.4%
Q2 2024+1.3%+1.7%+7.1%
Q1 2024-0.8%-1.5%+1.4%
Q4 2023-0.3%+1.4%+2.0%
Q3 2023-0.9%-1.6%+6.3%
Q2 2023-4.0%-5.7%-8.3%
Q1 2023-0.9%-6.1%-8.7%
Q4 2022-0.5%-0.8%-2.0%
Q3 2022+7.7%+6.0%+13.0%
Q2 2022+10.7%+15.6%+11.6%
Q1 2022-2.5%-0.1%+4.3%
Q4 2021+5.4%+1.5%-12.5%
Q3 2021-3.7%-2.4%+2.0%
Q2 2021+0.5%-0.9%+8.9%
Q1 2021+2.1%+2.5%+4.0%
Q4 2020-4.6%-2.7%+7.7%
Q3 2020-8.9%-6.6%+23.8%
Q2 2020-1.9%-5.1%-0.8%
Q1 2020+15.3%+10.8%+28.7%
Q4 2019+1.1%+0.0%-17.6%
Q3 2019-4.9%-4.1%-4.7%
Q2 2019+0.2%-1.9%-13.7%
Q1 2019+4.2%+3.8%-1.6%
Q4 2018-3.3%-0.4%+5.7%
Q3 2018-6.0%-5.5%-1.3%
Q2 2018+4.9%+5.6%+0.9%
Q1 2018-1.0%-4.6%-4.7%
Q4 2017-8.7%-11.6%-16.9%
Q3 2017+0.6%-2.7%+1.4%
Q2 2017+1.1%+0.1%-5.0%
Q1 2017+1.3%+0.9%-2.4%
Q4 2016-1.6%+2.4%+10.4%
Q3 2016+4.3%+2.2%+10.0%
Q2 2016+4.4%+1.4%+8.1%
Q1 2016-3.1%
Q4 2015-7.7%
Q3 2015+3.8%
Q2 2015+2.7%
Q1 2015-0.2%
Q4 2014-2.1%
Q3 2014+1.0%
Q2 2014+0.2%
Q1 2014+2.5%
Q4 2013-3.0%
Q3 2013+1.3%
Q2 2013+7.2%
Q1 2013+0.4%
Q4 2012-0.7%
Q3 2012-1.0%
Q4 2011-2.3%
Q2 2012-0.4%
Q1 2012-3.6%
Q3 2011+5.2%
Q2 2011-4.6%
Q1 2011-0.2%
Q4 2010+5.0%
Q3 2010+7.6%
Q2 2010-1.0%
Q1 2009-4.1%
Q1 2010+2.2%
Q4 2007+0.7%
Q4 2009+0.7%
Q3 2008+1.1%
Q3 2009+1.1%
Q2 2008-2.4%
Q2 2009-2.4%
Q4 2008-2.4%

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